In This Article:

Custom Fields Configuration - DP

In This Article:

In DonorPro you have the ability to add custom fields. A Custom Field is a user defined field, with customer defined values. Custom Fields can be added on both the Constituent (Individual and Organization records) and Donation screens, or you can customize an entire Constituent screen called My DonorPro.

Note: The maximum number of custom fields for the main constituent screen is seven. This total is shared between Individual and Organization records. For example, you can have four custom fields on Individual records and three on Organization records or five custom fields on Organization records and two on Individual records, etc.

To configure custom fields: From the main menu select Manage and then Configuration. The Configuration window will be displayed. Select the Custom Fields node from the Configuration Explorer. On the top of the screen, three tabs will be displayed, Constituent, Donations, or My DonorPro. Select the tab to which you would like to add custom fields. Select the Add button. Specify whether the custom field should display on “Individual” screens, “Organization” screens or both.

Type the Label text for the Custom Field; this is the name of the field that will appear on the screen for users. Press the Tab key. Select the Type of Custom Field you wish to add. The choices are: Text (50 character limit), Number, Currency, Date (you may enter that date in this manner: mmddyyyy, Checkbox (standard checkbox if checked equals Yes or True), Choice (a customized drop down list designed to your needs) and Hyperlink. Select the checkbox next to Optional to identify the information as such. Type the Max Length of the field for the Text Fields. The Default New Only field corresponds with any default for a custom field you may have already set or will set in the future. When you add or edit a custom field, you will have the option to select the Apply Default only to New Records checkbox. This indicates to DonorPro that when you add a new constituent or donation record, this default will apply only to new records. CRITICAL TO NOTE: If you set a default value on a custom field and do not have the Apply Default only to New Records checkbox selected, and this custom field is blank on any constituent records, the default value you enter will automatically populate all of these blank custom fields.

Type the Default selection (the option your users will select most often). If you have selected hyperlink select the small “chain link” button and a pop up window appears allowing you to enter the hyperlink text. If Choice was the type selected, select the Add button, enter the desired choice, and then select OK. Repeat this step until all of the choices have been added and press Save.

Please refer to the Configuration section of the User’s Manual for more information on Custom Fields.